Thenextgenerationof
investmentsoftware.

AIthatvaluesanycompany,buildsthestrategyyoudescribe,andprovesitagainsttenyearsofrealmarkets.

An analyst's entire desk. One system.

One AI-native terminal for the whole job: research any company — listed or private — value it, build a strategy around it, and prove it on ten years of real data. Every number carries its source.

Finaxion workspace — market monitor, portfolio, technical chart, Monte Carlo DCF and news

Finaxion company view — DCF fair price, moat score, conviction and news

companies in the screener today

verified in production · July 2026

Cheap tools. Expensive terminals. AI black boxes.
Here's what none of them do.

VS AI-SCORE APPS

Not a black box.

A score you can't check is just a guess with a number on it. Every figure we give you carries its source — click it and see the exact line it came from.

NVDA

AAPL

TSLA

AMZN

Invest like the legends. Backed by data, not luck.

Eleven of history's most respected investing philosophies — value, growth, quality — built into ready-made strategies. Test each against ten years of real market data before you risk a single peso.

Strategy Library

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ASPIRING INVESTORS

◈ Capture pending — not yet available

ASPIRING INVESTORS

SAVE TO: public/shots/legends-library.jpg

Every earnings call,
read for you.

AXI reads the full transcript from our own warehouse — the TL;DR, every guidance change, management's tone, and the one Q&A answer that moves the stock. Before you've poured the coffee.

EARNINGS-CALL INTELLIGENCE● LIVE DEMO

AAPLQ1 FY26 EARNINGS CALL · 61 MIN · 14 ANALYSTSreading transcript…

TL;DR

Beat on revenue and EPS; Services carried the quarter. Management raised FY guidance on AI-device demand while flagging FX pressure in EMEA.

REVENUE GUIDE ↑ +4–6% YoYGROSS MARGIN 46.5% reaffirmedCAPEX ↑ AI infra

MANAGEMENT TONE

confident · 0%

THE Q&A THAT MATTERS

"We are not supply-constrained on AI devices this cycle — demand is the variable."CFO · min 42:10

Risk flagged: EMEA FX headwinds repeated 4× during prepared remarksown transcript warehousecited to the minute

Describe it.

In plain language. No code.

you — "Invest like Buffett, but only in cheap companies with little debt"

✦ AXI PARSED YOUR PHILOSOPHY INTO:

UNIVERSEUS + LATAM equities · 6,238 names

SCREENP/E < 15 · Debt/Equity < 0.5

ENGINEValuation 45% · Quality 35% · Momentum 20%

SELECTIONTop 15 · rebalance quarterly

EDITABLE AS NODES ON THE CANVAS — NOTHING IS A BLACK BOX

Describe it in one sentence. AXI turns it into a strategy.

01 · DESCRIBE IT IN ONE SENTENCE — THE CHAT UNDERSTANDS YOUR PHILOSOPHY

02 · AXI BUILDS IT AS NODES — EDITABLE CANVAS, 4 ENGINES

03 · TEN YEARS OF BACKTEST — POINT-IN-TIME · DEFLATED SHARPE

04 · NEED VOLUME? FOUNDRY — ~100 CANDIDATES, ANTI DATA-MINING

A woven thread of thought.

CFA-grade rigor with frontier-model horsepower. 68 tools, every figure cited. Move your mouse — then scroll.

AXI. Your analyst.

Efficient Frontier1 / 3

6,000 simulated portfolios. The two stars are your answers: Max Sharpe and Min Volatility.

The best model, for every task.

Deep reasoning, breadth, speed, scale — AXI routes each request to the frontier model that does that job best. Automatically.

Claude

GPT

Grok

NVIDIA

Ollama

Kimi

FULL VALUATION

"Value AAPL with a DCF"

CFA-level rigor, frontier-model horsepower. Ask for analysis — or ask it to teach you any screen on the platform. Every number arrives verified, with its citation.

DCF WITH CITATIONS● LIVE DEMO

> Value AAPL with a DCF

10-K, 10-Q ✓ · WACC 8.9% ✓ · 10-yr FCF ✓ · terminal 2.5% ✓ · 5,000 Monte Carlo paths ✓

Fair value+12.4% vs $219.98

p10PRICEFAIRp90

FCF DISCOUNTED @ WACC 8.9% · $Bnominalpresent value

Y1 → Y10 · discount deepens with timeΣ PV + TV = EV $3.72T → /shares = $247.30

10-K · p.47FY25 Q2 call · 14:32consensus anchor ✓Monte Carlo p10–p90 ✓

DEEP RESEARCH — VISIBLE REASONING● LIVE DEMO

> Research NVDA in depthROUND 1 / 4

Financials, guidance & segment mix

Competitive moat vs AMD / custom silicon

Valuation vs 5-year history & peers

Risks: customer concentration, export controls

⟲ SELF-CRITIQUE · ROUND 2

"Concentration claim lacks a primary source — re-reading the 10-K…"

✦ ANSWER VERIFIER23 claims reconciled · 23 sourced ✓ · 0 fabricated

It thinks out loud. And corrects itself.

Autonomous research with iterative self-critique (plan → execute → challenge → repeat, up to 4 rounds) and a verifier that reconciles numbers across tools and blocks fabricated citations before they reach you.

Build your own terminal. With words.

NEW WIDGET — ASK IN YOUR LANGUAGE

a live heatmap of my portfolio risk, by sector

AXI · designing layoutwiring 2.9M datapointsbinding to your holdings

✓ ADDED TO YOUR WORKSPACE

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YOUR WORKSPACE — AI-BUILT WIDGETS

◈ Capture pending — not yet available

YOUR WORKSPACE — AI-BUILT WIDGETS

SAVE TO: public/shots/workspace.webp

Ask AXI for the widget you need — it appears in your workspace, connected to 2.9M data points.

Value any company. Listed or not.

DCF, multiples and comparables across the 6,000 companies we cover — or upload a private company's financial statements and get a valuation to the same standard. From document to number, auditable.

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📄FINANCIAL_STATEMENTS_2025.PDFreading…

Revenue48,392,110

Cost of sales(29,441,003)

Gross profit18,951,107

Operating expenses(11,203,882)

EBITDA9,120,748

Balance sheet · p.2Cash flow · p.5Industry: MX retail

FINAXION VALUATION · VALUE-FROM-BOOKS

$186.4MEnterprise value

DCF 60%INDUSTRY COMPARABLES 40%

WACC 11.2%GROWTH 4.1%TERMINAL 2.5%EV/EBITDA 8.9×

ASSUMPTIONS AUTO-DERIVED FROM THE BOOKS — EDITABLE, NEVER GUESSED

P10 $148MP90 $221M

MONTE CARLO · 5,000 RUNS

VALUATION FOOTBALL FIELD · $M

DCF (10Y · MONTE CARLO)

EV/EBITDA COMPARABLES

PRECEDENT TRANSACTIONS

│ = FINAL EV $186.4M — WHERE THE METHODS AGREE

INDUSTRY COMPARABLES · MX RETAIL

WALMEXEV/EBITDA 9.8×

ChedrauiEV/EBITDA 7.2×

SorianaEV/EBITDA 6.4×

MEDIAN 7.2× → APPLIED 8.9× (SIZE + GROWTH PREMIUM, SHOWN)

We don't tell you. We show you.

The names AXI rates highest right now — each scored across fundamental, technical and quality pillars. A calibrated probability of beating the S&P 500, measured the honest way you'll see next.

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SCREENER · AI SCORE

Company	Price	1D	AI Score	Fundamental	Technical	Quality	Mkt Cap	Upside
NVDANvidia	$182.40	+1.8%	9.6	9.1	8.7	9.4	$4.45T	+21.4%
MELIMercadoLibre	$2,451.10	+2.3%	9.2	8.8	9	8.9	$124B	+18.2%
ASMLASML Holding	$1,046.60	-0.4%	9.0	9.2	7.9	9.1	$411B	+15.7%
MSFTMicrosoft	$512.35	+0.6%	8.9	9	8.1	9.3	$3.81T	+13.8%
WALMEXWalmart de México	MX$68.90	+1.1%	8.7	8.5	8.2	8.8	MX$1.2T	+12.9%
TSMTSMC	$243.75	+1.4%	8.6	8.9	7.8	9	$1.26T	+11.6%
VVisa	$291.70	-0.2%	8.5	8.9	7.6	9	$576B	+9.8%
COSTCostco	$987.20	+0.3%	8.4	8.3	8	9.1	$438B	+8.7%

No one can predict the future. We measure your odds.

Point-in-time backtesting

Only the data that existed that day. Not one row more.

Walk-forward + Deflated Sharpe

If it's luck dressed up as skill, we detect it.

Monte Carlo DCF

Not one number: the full distribution of fair price.

Consensus Anchor + regime

The model is checked against the real world.

Answer Verifier

AI that fabricates doesn't get published here.

Methodology note

The full method, in writing.

Read the methodology note

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AI SCORE · AUDITED PUBLIC SERIES2017 — 2026 · MONTHLY

Measured. Not promised.

+11%

ANNUAL EXCESS vs S&P

DECILES 1 → 10 · THE TOP HOLDS THE EDGE

~52%

CALIBRATED PROBABILITY

PREDICTED ≈ REALIZED — THAT'S CALIBRATION

94K

SCORES IN THE AUDIT

6,238 companies · monthly
4-layer engine · point-in-time

Invest like the legends. Then verify it.

Nine legendary methodologies, each with open rules and a point-in-time backtest certified across 7,017 tickers, 2017–2024.

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Buffett Quality Compounders

Warren Buffett

QUALITY

Wide moats, high ROIC, fortress balance sheets — compounders held for years.

19.4%

CAGR

1.31

Sharpe

+313%

Total return

MoatROICExplore →

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Klarman Distressed Value

Seth Klarman

VALUE

Deep discounts to asset value with a demanding margin of safety.

16.2%

CAGR

1.18

Sharpe

+232%

Total return

Margin of SafetyAsset CoverageExplore →

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Lynch GARP

Peter Lynch

GROWTH

Growth at a reasonable price: PEG discipline over story stocks.

22.1%

CAGR

1.38

Sharpe

+394%

Total return

PEG RatioEarnings GrowthExplore →

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Greenblatt Magic Formula

Joel Greenblatt

VALUE

Cheap and good, systematically: earnings yield meets return on capital.

18.0%

CAGR

1.22

Sharpe

+276%

Total return

Earnings YieldReturn on CapitalExplore →

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AQR Multi-Factor

Cliff Asness

MULTI-FACTOR

Value, momentum and quality blended the way the research says to.

17.1%

CAGR

1.34

Sharpe

+254%

Total return

ValueMomentumExplore →

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Carhart Momentum

Mark Carhart

MOMENTUM

The classic 12-1 cross-sectional momentum factor, executed cleanly.

20.3%

CAGR

1.27

Sharpe

+339%

Total return

12-1 MomentumExplore →

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O'Neil CAN SLIM

William O'Neil

MOMENTUM

Growth breakouts: EPS acceleration confirmed by relative strength.

24.6%

CAGR

1.35

Sharpe

+481%

Total return

breakoutadxExplore →

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Minervini SEPA

Mark Minervini

MOMENTUM

Trend template: stage-2 uptrends, tight bases, earnings momentum.

23.2%

CAGR

1.29

Sharpe

+431%

Total return

sma_crossadxExplore →

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Wyckoff Method

Richard D. Wyckoff

MOMENTUM

Tape reading: accumulation phases, springs and signs of strength.

16.8%

CAGR

1.15

Sharpe

+246%

Total return

wyckoff_accumulationExplore →

Your legend isn't here? The AI builds it.

Name any famous investor and the AI authors a faithful program — profile, picks, even "Talk to Warren Buffett". Dalio, Soros and Druckenmiller already live on the platform.

"Ray Dalio strategy" →

Travel through your strategy, date by date.

A real strategy replay: every KPI, holding and regime below moves as the timeline plays. On the platform it runs on your actual allocation frames.

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Allocation Time MachineAs of 11/09/2026Daily

Portfolio value

$2,791,210

Return

+179.1%

CAGR

+11.9%

Max DD

-37.4%

Volatility

33.4%

Sharpe

0.76

Alpha vs S&P

+107.1%

INSIGHT■ Mid CycleDrawdown 0.0%▲ GOOGL +3.5%▼ MSFT -14.9%

Equity CurveAttributionHoldings

— Portfolio-- S&P 500■ Early Cycle■ Recession■ Mid Cycle Bull■ Late Cycle■ Mid Cycle

DRAWDOWN0.0%

7 POSITIONSReturnSector

NVIDIA Corporation

NVDA

$193.73

+1.9% · 26%

GOOGL

$295.14

+3.5% · 13%

The full catalog

3-stage DCF + reverse-DCF

FCFF, Gordon/Exit Multiple terminal value, and the growth the price already discounts.

Live WACC

Blume-adjusted beta + live 10Y Treasury + country risk + small-cap premium.

Monte Carlo DCF — 5,000 sims

The fair-price distribution (p10–p90), not a single number.

Defensive Graham + Moat 0-100

Sector-aware; financial + structural moat with an Elite→Weak rating.

Screener US + LATAM

1,045 US + 901 LATAM, filters, natural-language search by macro regime.

No-code Strategy Creator

4 engines, drag-and-drop node canvas, 3 synced views.

Institutional backtesting

Point-in-time, commissions/slippage, walk-forward, Deflated Sharpe.

Strategy Foundry

~100 candidate strategies per batch, filtered against data-mining.

Optuna optimizer

TPE/CMA-ES over the weights, with sensitivity heatmaps.

4-layer aggregation engine

Macro · Fundamental · Qualitative · Technical, regime-dependent weights.

Calibrated AI Score

A real probability of beating the S&P — not an opaque 0-100.

AXI — 68 tools

Deep research, debate, what-if, tax, briefings, slash commands.

Whale Tracker 13F

14+ hedge funds: what they BOUGHT new this quarter, convergences.

Watch agents

'Alert me if NVDA drops 5% and RSI<30' — natural-language monitoring.

Earnings intelligence

Transcript + tone + guidance + surprises, across 10K+ calls (RAG).

Technical ProChart

Automated Wyckoff, 11 indicators, 8 drawing tools, events on the chart.

Allocation Time Machine

The animated date-by-date allocation scrubber. No one else has it.

Portfolio Watchdog

What-if, risk, tax-loss harvesting, attribution — daily.

Private-company valuation

Upload statements → DCF + comps + industry, bear/base/bull, Word/Excel/PDF export.

Document AI

Reads your Excel, PDF and Word files; extracts the numbers, never invents them.

MX accounting

CFDI 4.0, AI reconciliation, payroll, REP — the AI extracts, a human signs.

CFA-quality tutor

Diagrams, guided tours, EN/ES/FR/PT/IT.

Institutional reports

Goldman-style PDF, 5-page theses, Excel and Word.

Desktop app

Electron: the terminal in your dock, same login.

Product roadmap

New capabilities every month of the beta — and you vote on what ships.

Don't take our word for it. Ask a neutral AI.

Ask ChatGPT Ask Claude Ask Gemini

We are still building it.
That is the point.

Finaxion is in active development. We are assembling a small committee — investors, analysts, firms — who use it every day, tell us what is missing, and decide what gets built next. Members hold development pricing for as long as they stay.

A seat, not a subscription

You use the platform every day and you have a direct line to the people building it. What the committee asks for gets built — or the committee is told why not.

Development pricing, held

Members come in at a fraction of what the finished platform will list at. That standing does not move for as long as you stay with us.

Read by a person

There is no sales team. Every application is read by the founder, and the call is with him. We are looking for people whose work will stress the product — not for volume.

Apply to the committee

The uncomfortable questions, first

How much does it cost?

There's no public price during the beta, on purpose. What fits an investor managing their own money isn't what fits a firm running money for others. You fill the form, we talk, and we put a number on the table. Filling it in costs nothing and commits you to nothing.

Why do I have to request access?

Because the founder onboards every member personally. It isn't artificial scarcity — it's real capacity.

Does this guarantee I'll make money?

No. No one can guarantee that, and anyone who promises it is lying to you. We give you institutional rigor to decide better; risk always exists.

How is this different from ChatGPT?

AXI is connected to 2.9M verified point-in-time data points, cites every figure, and a verifier blocks fabricated citations. It doesn't improvise.

What happens when the beta ends?

Whatever you agree on as a founding member stays frozen while you remain subscribed. Public pricing after the beta will be higher.

Do you issue invoices?

Yes — CFDI invoice available for clients in Mexico.

Is this financial advice?

No. It's an analysis tool. (Disclaimer under legal review before publication.)

What if it's not for me?

30-day guarantee: full refund, no questions asked.

Thenextgenerationofinvestmentsoftware.

An analyst's entire desk. One system.

Not a black box.

Invest like the legends. Backed by data, not luck.

Every earnings call,read for you.

Describe it.

Describe it in one sentence. AXI turns it into a strategy.

A woven thread of thought.

AXI. Your analyst.

The best model, for every task.

"Value AAPL with a DCF"

It thinks out loud. And corrects itself.

Build your own terminal. With words.

Value any company. Listed or not.

We don't tell you. We show you.

No one can predict the future. We measure your odds.

Point-in-time backtesting

Walk-forward + Deflated Sharpe

Monte Carlo DCF

Consensus Anchor + regime

Answer Verifier

Methodology note

Measured. Not promised.

Invest like the legends. Then verify it.

Travel through your strategy, date by date.

The full catalog

3-stage DCF + reverse-DCF

Live WACC

Monte Carlo DCF — 5,000 sims

Defensive Graham + Moat 0-100

Screener US + LATAM

No-code Strategy Creator

Institutional backtesting

Strategy Foundry

Optuna optimizer

4-layer aggregation engine

Calibrated AI Score

AXI — 68 tools

Whale Tracker 13F

Watch agents

Earnings intelligence

Technical ProChart

Allocation Time Machine

Portfolio Watchdog

Private-company valuation

Document AI

MX accounting

CFA-quality tutor

Institutional reports

Desktop app

Product roadmap

What founding members say

Don't take our word for it. Ask a neutral AI.

We are still building it.That is the point.

A seat, not a subscription

Development pricing, held

Read by a person

The uncomfortable questions, first

Thenextgenerationof
investmentsoftware.

Every earnings call,
read for you.

We are still building it.
That is the point.